Matrix functionality for Teams and Assistants
CarolinaMLS has created the ability to add agents and listings to “Teams” in Matrix. We recognize that teams can be comprised of various agents, licensed assistants and support staff. Implementation is expected to occur in mid-December 2017.
Team request form
Agents requesting a new team ID or wanting to make changes relating to a team must have their Member Participant complete and submit the team request form.
CarolinaMLS policies on teams
Please review and communicate the policies and process for creating a team as explained in the Teams and Assistants How-To Guide.
Adding a team member in Matrix
Once the team is added by CarolinaMLS staff, the Member Participant can add agents from the same office to the team.
Adding a team to a listing in Matrix
After the agents are added to the team, the listing agent or the Member Participant can add the team to the listing.
Getting a team set up before January 2018 will provide agents with a full year’s worth of data when generating year-end reports in 2018 with their new team. Questions? Please email Debbie Wey.